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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $591,095 | $138,114+328.0% | $125,391+371.4% | $134,545+339.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.01% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $14,549 | $5,246+177.3% | $4,816+202.1% | $4,742+206.8% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $5,862 | $11,570-49.3% | $10,009-41.4% | $11,431-48.7% |